JPMorgan Global Natural Resources Fund

Scorecard
1 / 5 Stars
Lipper
1 1 1 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
E- (Sell)

#27 in Natural Resources

U.S. News evaluated 40 Natural Resources Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all JPMorgan funds

See full Natural Resources rankings

See more fund rankings

Performance

The fund has returned -4.15 percent over the past year, and -15.14 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 3.2%
1 Year -4.1%
3 Years (Annualized) -15.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more JGNAX performance

Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity and equity-like securities of companies in the natural resources sector and associated businesses. It is not constrained by capitalization limits. Under normal circumstances, the fund intends to invest at least 40% of total assets in countries other than the United States. The fund may also invest up to 20% of assets in equity or debt securities of any type of foreign or U.S. issuer or commodity-related securities. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
JPMorgan Global Natural Resources Fund has an expense ratio of 1.29 percent.

See more JGNAX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more JGNAX risk